Wealth Advisor Associate at Pacific Coast Business Times, Inc.

Compensation

$80,000 – $86,000/yr

Location: Bellevue, Washington
Type: Full-time
Level: entry
Posted: Aug 18, 2026

Description

Mission Wealth is hiring a full-time, in-office Wealth Advisor Associate in Bellevue, Washington. The role provides technical financial support to clients, creates and delivers presentations, conducts data gathering and scenario building, manages client service and onboarding, and supports business development. Candidates should have 1–2 years of financial support experience, strong communication and analytical skills, knowledge of investments and financial planning, familiarity with wealth-management software, and the ability to obtain the Series 65, AWMA, and AAMS designations. The position offers an $80,000 base salary plus a $6,000 annual bonus and medical, dental, and vision benefits.

Required Skills

Financial support
Client presentations
Data gathering
Scenario building
Client onboarding
MS Office
Schwab Advisor Center
Fidelity Wealthscape
Salesforce
Communication
Financial planning

Additional Information

Required Previous Experiences: 1–2 years of experience in a financial support role, ideally within wealth management
Preferred Qualifications: Desire to achieve Certified Financial Planner or Chartered Financial Analyst designation
Attention to detail, multitasking, and time management
Strong written and verbal communication
Knowledge of investments, economics, accounting, and financial planning
MS Office proficiency and presentation/analysis skills
Familiarity with wealth-management software
Communication, presentation, and influence skills
Series 65, AWMA, and AAMS designations